David Lutz Portfolio
Invests via LifeGuide Financial Advisors LLC | Managed by David Isaac (Zak) Lutz, Douglas Kirt Denlinger, Derek Glen Mosley, Matthew Lawrence Hess
Invests via LifeGuide Financial Advisors LLC
Managed by David Isaac (Zak) Lutz, Douglas Kirt Denlinger, Derek Glen Mosley, Matthew Lawrence Hess
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David Lutz Profile
With a rich background in technology-driven investments, David Lutz has been instrumental in identifying emerging market opportunities within the digital landscape. His professional journey spans several high-growth startups where he played pivotal roles in shaping product strategies and guiding teams toward innovative solutions. As an investor-operator, he is deeply engaged with companies that leverage technology to enhance operational efficiencies and drive consumer engagement. Through strategic partnerships, he fosters collaboration between entrepreneurs and investors, creating pathways for sustainable growth. Lutz's expertise not only bridges gaps within the tech sector but also positions him as a significant contributor to advancements shaping the future of various industries.
With a rich background in technology-driven investments, David Lutz has been instrumental in identifying emerging market opportunities within the digital landscape. His professional journey spans several high-growth startups where he played pivotal roles in shaping product strategies and guiding teams toward innovative solutions. As an investor-operator, he is deeply engaged with companies that leverage technology to enhance operational efficiencies and drive consumer engagement. Through strategic partnerships, he fosters collaboration between entrepreneurs and investors, creating pathways for sustainable growth. Lutz's expertise not only bridges gaps within the tech sector but also positions him as a significant contributor to advancements shaping the future of various industries.
Investment Philosophy & Strategy
Capitalizing on the intersection of technology and investment, David Lutz excels at fostering innovation through strategic partnerships. His approach is characterized by a keen ability to identify transformative opportunities within dynamic sectors, focusing on early-stage ventures that exhibit substantial growth potential. By actively engaging with entrepreneurs, he not only supports operational enhancements but also guides teams toward impactful technological solutions. This commitment reflects a broader vision of creating value while navigating complex market landscapes. Engaging deeply in portfolio companies allows him to influence product development trajectories and drive competitive advantage across industries.
Capitalizing on the intersection of technology and investment, David Lutz excels at fostering innovation through strategic partnerships. His approach is characterized by a keen ability to identify transformative opportunities within dynamic sectors, focusing on early-stage ventures that exhibit substantial growth potential. By actively engaging with entrepreneurs, he not only supports operational enhancements but also guides teams toward impactful technological solutions. This commitment reflects a broader vision of creating value while navigating complex market landscapes. Engaging deeply in portfolio companies allows him to influence product development trajectories and drive competitive advantage across industries.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
47.32%
Gain +0.26%
Monthly
0.27%
Yearly
3.3%
Drawdown
31.68%
$353.96M
Equity
Holdings
$353.96M
Investment
$301.9M
$35.91M
Profit +$80,808.51
Realized
-$16.15M
Unrealized
$52.06M
Dividends
$26.38M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.26%
Profit
$80,808.51
Win %
76%
This Week
Compared To Last Week
Gain
0.81%
Profit
$2.85M
Win %
76%
This Month
Compared to last month
Gain
0.81%
Profit
$2.85M
Win %
76%
This Year
Compared to last year
Gain
0.91%
Profit
$3.2M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$59,243.34 
META Meta Platforms Inc Class A
+3.28%
+$8,698.56 
MSFT Microsoft Corp.
+3.02%
+$11,331.83 
PRXG Praxis Impact Large Cap Growth ETF
+1.32%
+$75,119.15 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$21,497.28 
IBM International Business Machines Corporation
+0.86%
+$9,465.86 
MCD McDonald's Corporation
+0.82%
+$2,640.01 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,234.32 
VOO Vanguard S&P 500 ETF
+0.71%
+$24,450.86 
CAT Caterpillar Inc.
+0.7%
+$2,165.94 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$143,880.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$100,344.56 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,767.82 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$26,475.2 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$2,373.42 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$837 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$124,475.04 
BHRB Burke & Herbert Financial Services Corp.
+0.32%
+$1,734.22 
JNJ Johnson & Johnson
+0.21%
+$482.3 
CMI Cummins Inc.
+0.19%
+$373.33 
WMT Walmart Inc.
+0.09%
+$617.11 
PTL Inspire 500 ETF
+0.07%
+$2,106.19 
AAPL Apple Inc.
-7.35%
-$211,288.84 
DRN Direxion Daily Real Estate Bull 3X Shares
-1.59%
-$2,765.16 
GLD SPDR Gold Shares
-1.49%
-$10,149.7 
HSY The Hershey Company
-1.23%
-$5,881.63 
UPS United Parcel Service, Inc.
-1%
-$4,381.65 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,257.6 
PPL PPL Corporation
-0.98%
-$3,158.4 
XOM Exxon Mobil Corporation
-0.97%
-$9,769.05 
WWJD Inspire International ETF
-0.75%
-$15,627 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$55,658.34 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$109,446.92 
VNQ Vanguard Real Estate ETF
-0.54%
-$25,235.82 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$389,080.2 
HD The Home Depot, Inc.
-0.42%
-$796.48 
PRXV Praxis Impact Large Cap Value ETF
-0.34%
-$20,682.72 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$131,622.14 
VB Vanguard Small-Cap ETF
-0.22%
-$1,086.33 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$405.12 
IBD Inspire Corporate Bond ETF
-0.17%
-$1,181.8 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$24,087.6 
MKC McCormick & Company, Incorporated
-0.12%
-$1,015.14 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$62,175.18 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,329.96 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,274.5 
VO Vanguard Mid-Cap ETF
-0.05%
-$218.24 Events
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Dividends
Dividend Analysis
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| Trades 609 | Longs Won 390/609 64% | Profit Factor 2.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $707,593.19 |
| Average Win $170,444.52 | Best Trade (Aug 02) $7.42M | Sharpe Ratio -10.98 |
| Average Loss -$139,537.53 | Worst Trade (Mar 31) -$10.54M | Z-Score 6.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4w 1d | Expectancy $58,973.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 2,538 | 2,284 | 2,030 | 1,777 | 1,523 | 1,269 | 1,015 | 761 | 508 | 254 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for David Lutz?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. TIPS ETF - $4.86M, iShares 7-10 Year Treasury Bond ETF - $3.51M, Dimensional Global Real Estate ETF - $2.79M, Vanguard ESG International Stock ETF - $977,719.8, and Dimensional International Core Equity Market ETF - $893,965.6. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Vanguard Real Estate ETF - $3M, iShares TIPS Bond ETF - $2.13M, Direxion Daily 20+ Year Treasury Bull 3X Shares - $1.88M, Direxion Daily Real Estate Bull 3X Shares - $1.3M, and Direxion Daily MSCI Emerging Markets Bull 3X Shares - $236,415.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Lutz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.38M earned over time. The largest contributors to dividend income include Vanguard Real Estate ETF - $6.31M, Schwab U.S. TIPS ETF - $5.05M, iShares 7-10 Year Treasury Bond ETF - $4.47M, Dimensional Global Real Estate ETF - $2.79M, and Vanguard ESG International Stock ETF - $976,461.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Lutz's monthly returns?
David Lutz's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can David Lutz's strategy be considered aggressive or moderate?
David Lutz's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow David Lutz's strategy?
David Lutz's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
